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MRSH vs. SNA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MRSH vs. SNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Marsh & McLennan Companies, Inc (MRSH) and Snap-on Incorporated (SNA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MRSH achieves a -8.15% return, which is significantly lower than SNA's 13.93% return. Over the past 10 years, MRSH has underperformed SNA with an annualized return of 11.75%, while SNA has yielded a comparatively higher 12.41% annualized return.


MRSH

1D
0.32%
1M
4.74%
YTD
-8.15%
6M
-8.49%
1Y
-20.92%
3Y*
-0.08%
5Y*
5.55%
10Y*
11.75%

SNA

1D
0.73%
1M
8.47%
YTD
13.93%
6M
11.91%
1Y
28.44%
3Y*
15.30%
5Y*
13.07%
10Y*
12.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MRSH vs. SNA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MRSH
Marsh & McLennan Companies, Inc
-8.15%-11.26%13.75%16.15%-3.45%50.83%6.86%42.33%-0.14%22.73%
SNA
Snap-on Incorporated
13.93%4.28%20.67%29.70%8.91%28.83%4.03%19.54%-14.86%3.64%

Correlation

The correlation between MRSH and SNA is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Dec 30, 1987

0.38

Over the past year, the correlation between MRSH and SNA has dropped to 0.10 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

MRSH:

$81.98B

SNA:

$20.42B

EPS

MRSH:

$7.99

SNA:

$19.35

PE Ratio

MRSH:

21.11

SNA:

20.03

PEG Ratio

MRSH:

2.46

SNA:

3.04

PS Ratio

MRSH:

3.01

SNA:

4.00

PB Ratio

MRSH:

5.54

SNA:

3.43

Total Revenue (TTM)

MRSH:

$27.52B

SNA:

$5.12B

Gross Profit (TTM)

MRSH:

$11.66B

SNA:

$2.63B

EBITDA (TTM)

MRSH:

$6.68B

SNA:

$1.47B

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Return for Risk

MRSH vs. SNA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MRSH
MRSH Risk / Return Rank: 99
Overall Rank
MRSH Sharpe Ratio Rank: 77
Sharpe Ratio Rank
MRSH Sortino Ratio Rank: 1010
Sortino Ratio Rank
MRSH Omega Ratio Rank: 99
Omega Ratio Rank
MRSH Calmar Ratio Rank: 1212
Calmar Ratio Rank
MRSH Martin Ratio Rank: 99
Martin Ratio Rank

SNA
SNA Risk / Return Rank: 7878
Overall Rank
SNA Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SNA Sortino Ratio Rank: 7474
Sortino Ratio Rank
SNA Omega Ratio Rank: 7070
Omega Ratio Rank
SNA Calmar Ratio Rank: 8383
Calmar Ratio Rank
SNA Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MRSH vs. SNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc (MRSH) and Snap-on Incorporated (SNA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MRSHSNADifference
Sharpe ratioReturn per unit of total volatility

-2.09

Sortino ratioReturn per unit of downside risk

-3.04

Omega ratioGain probability vs. loss probability

0.85

1.21

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.80

2.93

-3.74

Martin ratioReturn relative to average drawdown

-1.40

7.51

-8.91

MRSH vs. SNA - Sharpe Ratio Comparison

The current MRSH Sharpe Ratio is -0.93, which is lower than the SNA Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of MRSH and SNA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MRSH vs. SNA - Drawdown Comparison

The maximum MRSH drawdown since its inception was -67.46%, roughly equal to the maximum SNA drawdown of -65.76%. Use the drawdown chart below to compare losses from any high point for MRSH and SNA.


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Drawdown Indicators


MRSHSNADifference

Max Drawdown

Largest peak-to-trough decline

-67.46%

-65.76%

-1.70%

Max Drawdown (1Y)

Largest decline over 1 year

-27.01%

-8.47%

-18.54%

Max Drawdown (3Y)

Largest decline over 3 years

-34.36%

-20.77%

-13.59%

Max Drawdown (5Y)

Largest decline over 5 years

-34.36%

-20.77%

-13.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.80%

-47.38%

+11.58%

Current Drawdown

Current decline from peak

-29.62%

-0.16%

-29.46%

Average Drawdown

Average peak-to-trough decline

-17.41%

-13.87%

-3.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.50%

3.36%

+12.14%

Volatility

MRSH vs. SNA - Volatility Comparison

Marsh & McLennan Companies, Inc (MRSH) has a higher volatility of 6.91% compared to Snap-on Incorporated (SNA) at 5.51%. This indicates that MRSH's price experiences larger fluctuations and is considered to be riskier than SNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MRSHSNADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.91%

5.51%

+1.40%

Volatility (6M)

Calculated over the trailing 6-month period

19.10%

14.82%

+4.28%

Volatility (1Y)

Calculated over the trailing 1-year period

23.47%

21.36%

+2.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.20%

23.91%

-3.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.94%

27.18%

-6.24%

Dividends

MRSH vs. SNA - Dividend Comparison

MRSH's dividend yield for the trailing twelve months is around 2.13%, less than SNA's 2.44% yield.


PositionTTM20252024202320222021202020192018201720162015
MRSH
Marsh & McLennan Companies, Inc
2.13%1.85%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%
SNA
Snap-on Incorporated
2.44%2.57%2.27%2.33%2.57%2.37%2.61%2.32%2.35%1.69%1.48%1.28%

Financials

MRSH vs. SNA - Financials Comparison

This section allows you to compare key financial metrics between Marsh & McLennan Companies, Inc and Snap-on Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B6.00B7.00B8.00B20222023202420252026
7.60B
1.21B
(MRSH) Total Revenue
(SNA) Total Revenue
Values in USD except per share items

MRSH vs. SNA - Profitability Comparison

The chart below illustrates the profitability comparison between Marsh & McLennan Companies, Inc and Snap-on Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%45.0%50.0%20222023202420252026
45.6%
50.4%
Portfolio components
MRSH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a gross profit of 3.47B and revenue of 7.60B. Therefore, the gross margin over that period was 45.6%.

SNA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Snap-on Incorporated reported a gross profit of 608.30M and revenue of 1.21B. Therefore, the gross margin over that period was 50.4%.

MRSH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported an operating income of 1.75B and revenue of 7.60B, resulting in an operating margin of 23.1%.

SNA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Snap-on Incorporated reported an operating income of 250.80M and revenue of 1.21B, resulting in an operating margin of 20.8%.

MRSH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a net income of 1.15B and revenue of 7.60B, resulting in a net margin of 15.1%.

SNA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Snap-on Incorporated reported a net income of 247.00M and revenue of 1.21B, resulting in a net margin of 20.5%.


Frequently Asked Questions


MRSH and SNA have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MRSH has higher volatility (6.91%) compared to SNA (5.51%). In terms of maximum drawdown, MRSH dropped -67.46% vs SNA's -65.76%.

SNA currently has the higher Sharpe Ratio (1.16 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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